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Atom Investors’s CVS Health CVS Stock Holding History

Atom Investors’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,591
Closed -$271K – 631
2025
Q3 		$271K Buy
+3,591
New +$246K 0.02% 456
2025
Q2 		– Sell
-14,279
Closed -$967K – 645
2025
Q1 		$967K Sell
14,279
-28,180
-66% -$1.69M 0.12% 213
2024
Q4 		$1.91M Buy
42,459
+22,211
+110% +$1.25M 0.24% 133
2024
Q3 		$1.27M Buy
+20,248
New +$1.18M 0.13% 218
2023
Q1 		– Sell
-2,968
Closed -$277K – 263
2022
Q4 		$277K Buy
2,968
+95
+3% +$9.17K 0.14% 146
2022
Q3 		$274K Buy
+2,873
New +$284K 0.1% 193
2022
Q1 		– Sell
-2,796
Closed -$288K – 231
2021
Q4 		$288K Buy
+2,796
New +$258K 0.05% 209
2020
Q4 		– Sell
-29,638
Closed -$1.73M – 419
2020
Q3 		$1.73M Buy
29,638
+3,209
+12% +$200K 0.17% 145
2020
Q2 		$1.72M Buy
26,429
+6,529
+33% +$411K 0.11% 156
2020
Q1 		$1.18M Sell
19,900
-1,106
-5% -$73.8K 0.1% 149
2019
Q4 		$1.56M Buy
21,006
+3,855
+22% +$271K 0.13% 136
2019
Q3 		$1.08M Sell
17,151
-10,086
-37% -$598K 0.07% 182
2019
Q2 		$1.48M Buy
+27,237
New +$1.47M 0.1% 219
2019
Q1 		– Sell
-10,341
Closed -$678K – 548
2018
Q4 		$678K Buy
+10,341
New +$772K 0.07% 394

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atom Investors's CVS Position: Q4 2025 in Review

Atom Investors sold out of CVS Health (CVS) in Q4 2025, closing a stake of 3,591 shares — an estimated $271K sold.

Atom Investors first reported a position in CVS in Q4 2018 and held it in 14 quarters. The position peaked at $1.91M in Q4 2024. 1,945 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Atom Investors reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 3,591 CVS Health shares in Q4 2025, an estimated $271K.
  • Atom Investors first reported a position in CVS Health in Q4 2018 and held it in 14 quarters.
  • Atom Investors's CVS Health position peaked at $1.91M in Q4 2024.
  • 1,945 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.